About Us

Simon Financial Company LLC was founded by Donald J. Simon in 1981. Our clients include 350+ professional firms.

Don earned a Certificate in Leadership from Harvard University/EDX  & is a Chartered Financial Consultant (ChFC®) with The American College, King of Prussia, Pennsylvania. This knowledge coupled with his 40+ years of experience demonstrates a serious commitment to his clients success.  Don specializes in a unique way for professional firms to differentiate from competing firms to attract and retain highly professionals. Don has a team of five professionals who do back office technical work to support our clients, each with 20+ years experience.

Don has a B.A. in Business Administration from Oglethorpe University, Atlanta Georgia and is the author of the book The Zen of Personal Finance. Don is an active Member of the Dorchester Chamber of Commerce and SHRM. When not working Don enjoys sailing and having fun with his son Josh, his partner Melinda and their children..

Simon Financial Company LLC  419 Leonards Lane Cambridge MD 21613  443-319-1925 (C) 772-321-6788